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Finance Training: Info Sheets, Job Aids & Videos

Finance & Business Services Webinars (click to view webinar)

Web-Based Tutorials and Step by Step Guides

Category Topic Job Aid Video
Budget Budget to Actuals Report PDF
Budget Actual Expenses Report - Full COA PDF
Procurement Fixed Asset Requisitions General Guide PDF N/A
Procurement Set Requestor Defaults PDF
Procurement Goods Requisition PDF
Procurement Fixed Price Requisition PDF
Procurement Vendor Punchout Requisition PDF
Procurement Look-up Approval Workflow PDF
Procurement Print PO PDF
Procurement Receive against Goods PO PDF
Procurement Receive against Fixed Price PO PDF
Procurement Look-up Invoice Payment against PO PDF
Procurement Modify a Requisition PDF
Procurement Modify a PO PDF
Procurement Duplicate a Requisition PDF
Procurement Cancel a Requisition PDF
Procurement Cancel a Receipt PDF
Procurement Approve a Requisition PDF
Procurement PO Activity Report w/Project Details PDF
Procurement Professional Services Checklist PDF
PPM - Grants Set Grants Preferences PDF
PPM - Grants View Full Award List PDF
PPM - Grants Search by Project Title PDF
PPM - Grants Budget vs Actual Dashboard - POETAF PDF
PPM - Grants View POETAF Budget Status PDF
PPM - Grants View Award Details PDF
PPM - Grants POTOSSA Distribution List PDF
PPM - Grants Update Award Details PDF
PPM - Grants Generate Invoices PDF
PPM - Capital Projects Create a Capital Project from Template PDF
PPM - Capital Projects Create Baseline Budget PDF
PPM - Capital Projects Attach Documents to Project PDF
Cash Management Enter a Transmittal PDF
Cash Management Look-up a Transmittal PDF

 

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